Customers
Manage a customer’s loyalty membership
Enroll a customer, pause or resume their rewards, or end their membership. Ending membership leaves any store credit they have already earned in place.
Before you start
- Dashboard → Sales → Customers
- You need loyalty enroll permission to change a customer’s membership.
What success looks like
- The membership shows the status you selected. Store credit already earned remains available after membership ends.
Quick start
Choose the task you need. Each task has its own steps.
Join the loyalty program
- 1Open Customers, find the customer and check their current loyalty status.
- 2Click Join Loyalty Program to enroll an eligible customer. Check that Loyalty member appears with Pause and End controls.
Pause loyalty rewards
- 1To stop rewards temporarily, open Customers, find the customer, check their loyalty status and click Pause. Check that Resume Loyalty Rewards is now available and existing store credit remains.
Resume loyalty rewards
- 1To resume rewards, open Customers and find the customer with a paused membership and click Resume Loyalty Rewards. Check that Loyalty member appears with Pause and End controls.
End loyalty membership
- 1To end an active membership, open Customers, find the customer and click End, read the End loyalty membership? confirmation, and confirm your choice.
- 2Check the updated membership status and the customer’s store-credit balance.
Troubleshooting
Choose the symptom that matches what you see.
An active member is not earning rewards
Check the loyalty program’s status and purchase requirements. An active membership cannot earn rewards from a paused program or an ineligible purchase.
Credit remains after ending membership
Ending membership stops participation; it does not remove previously earned store credit.
Continue with a related guide
Still stuck?
Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.
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